Financial Horizons Overview

  • Year Founded
  • 1990

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 354

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 14

Financial Horizons General Information

Description

Provider of insurance and financial services intended to support independent financial advisors. The company offers insurance, investments, group benefits and succession planning to respond quickly to advisor's inquiries and needs in the financial service industry throughout Canada.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • 4210 King Street East
  • Suite 101
  • Kitchener, Ontario N2P 2G5
  • Canada
+1 (519)
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Other Insurance
Parent Company
The Great-West Life Assurance Company
Corporate Office
  • 4210 King Street East
  • Suite 101
  • Kitchener, Ontario N2P 2G5
  • Canada
+1 (519)

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Financial Horizons Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Financial Horizons Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Financial Horizons Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Financial Horizons Investments & Acquisitions (14)

Financial Horizons’s most recent deal was a Merger/Acquisition with ABEX Central Financial Services. The deal was made on 01-Feb-2018.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
ABEX Central Financial Services 01-Feb-2018 Merger/Acquisition Other Financial Services
Democrance 01-Mar-2017 Seed Round Business/Productivity Software
Estate Financial 02-Feb-2017 Merger/Acquisition Consulting Services (B2B)
Groupe Financier Odyssee 01-Jan-2016 Merger/Acquisition Insurance Brokers
Excel Private Wealth 19-Jun-2015 Merger/Acquisition Asset Management
You’re viewing 5 of 14 investments and acquisitions. Get the full list »

Financial Horizons Exits (1)

Financial Horizons’s most recent exit was on 19-Jun-2015 from Excel Private Wealth. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size Status Buyers
Excel Private Wealth 19-Jun-2015 Completed
To view Financial Horizons’s complete exits history, request access »

Financial Horizons Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Belec & Company Edmonton, Canada 1999
Groupe Financier Odyssee Sainte-Thérèse, Canada 1997

Financial Horizons FAQs

  • When was Financial Horizons founded?

    Financial Horizons was founded in 1990.

  • Where is Financial Horizons headquartered?

    Financial Horizons is headquartered in Kitchener, Canada.

  • What is the size of Financial Horizons?

    Financial Horizons has 354 total employees.

  • What industry is Financial Horizons in?

    Financial Horizons’s primary industry is Insurance Brokers.

  • Is Financial Horizons a private or public company?

    Financial Horizons is a Private company.

  • What is Financial Horizons’s current revenue?

    The current revenue for Financial Horizons is .

  • Who are Financial Horizons’s investors?

    Granite Global Solutions has invested in Financial Horizons.

  • When was Financial Horizons acquired?

    Financial Horizons was acquired on 31-Jul-2017.

  • Who acquired Financial Horizons?

    Financial Horizons was acquired by The Great-West Life Assurance Company.

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